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When creating a quote, users can choose to add to or modify customizable products the customer has already purchased. The customer's already-purchased customizable products are called customizable assets. The Quotes user creates a quote and selects a customer's customizable asset. The user then starts a configuration session and modifies the asset by adding or removing items. The user then saves the changes to the quote. The customizable asset, with revisions, displays in Quotes >Line Items.
Delta Quotes differ from Favorites in that only new or changed items from the configuration session have a price. Unchanged items are listed at zero price. When you add a Favorite to a quote, all the items in the customizable product have a price. Favorites are new products being sold for the first time. Delta Quote products are items being sold as add-ons or replacement components for products you have already sold.
The eConfigurator engine uses the name of the customizable asset's product root to determine what customizable product to load for the quote configuration session. If a new version of the customizable product has been released, the new version is used to modify the customizable asset. Any configuration conflicts that result are displayed during the configuration session and must be resolved. Item pricing is not maintained during the configuration session and should be ignored. Pricing is computed when the user saves the configuration to the quote.
The user adds a customizable asset to a quote by creating a quote and then clicking Delta Quote in Quotes >Line Items. This displays the Customizable Asset dialog box containing all the customizable product assets that have been configured for the account.
|Product Administration Guide|